John Woerfel, financial advisor De Pere WI
93 score

John Woerfel

CRD Number: 5368118
Current Firm: Northwestern Mutual Investment Services,llc

John Woerfel (CRD# 5368118) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in De Pere, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current 1
Jack Island Charters, LLC Fish Creek, WI Jun 2011 - Current 6
Northwestern Mutual Investment Services, LLC Green Bay, WI Dec 2008 - Current 9
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2007 - Current 10
Northwestern Mutual Investment Services, LLC Green Bay, WI Jun 2013 - Mar 2016 2
University Of Wisconsin - Stevens Point Stevens Point, WI Sep 2003 - Dec 2007 4
Town Of Gibraltar Fish Creek, WI May 2000 - Sep 2006 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
S63 Uniform Securities State Law Examination Jan 2009
Contact Info for John S. Woerfel
Phone Number: 866-664-7737
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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